As Holi 2025 approaches, the festival of colours comes with the message of balance, diversity, and rebirth, values which strike a chord with smart investing. Just like Holi is celebrated by blending vibrant hues, an expertly composed mutual fund portfolio prospers with the ideal blend of assets to weather volatility. Indian equities have seen significant…
The Indian equity market continued to remain rather in February 2025, and the Union Budget 2025-26 failed to stir up positive sentiments. The U.S. President Donald Trump’s protectionist policies, mainly the tariff tantrums, and the potential rise in geopolitical fragmentation, tensions, and possibility of the U.S. Federal Reserve going slow with rate cuts, haven’t augured well for…
Indian investors are operating in a market environment fueled with volatility, global tensions, and economic uncertainty. The domestic equity market has witnessed sharp movements, stimulated by geopolitical events and developments, inflation fears, and changing interest rate policies. These circumstances have left investors looking for stable investment avenues that meet their financial objectives while maximizing tax-saving.…
Indian banking has witnessed various challenges over the last few years, from mounting non-performing assets (NPAs) to regulatory action and issues of corporate governance. Banks are generally considered pillars of country’s financial stability, and thus any disruptions within prominent banks could have extensive ramifications. Institutional investors, regulators, and analysts are keenly watching such events because…
Equity market update The Indian equity market continued to be highly volatile for the fifth consecutive month, with mid and small-cap stocks witnessing severe corrections. Finance Minister Ms Nirmala Sitharaman announced the Union Budget for 2025-26. However, the proposals failed to enthuse the stock market amid weak global cues. In February 2025, the Sensex registered…
In September 2024, I wrote a piece, ‘Flexi Cap Funds v/s Multi Cap Funds: Which Is Better at a Market High?’. The valuations of the Indian equity market then were exceptionally high: the BSE SmallCap P/E and BSE MidCap P/E were at around 36x and 34x, respectively, while the BSE LargeCap Index was nearly 26x.…
The Indian equity market has been on a rollercoaster ride as of late. Very recently, the bellwether BSE Sensex and Nifty 50 witnessed a 10-day losing streak, the longest in 29 years. The BSE Sensex, BSE Mid Cap Index, and BSE Small Cap Index have fallen significantly from their respective peaks. Several global and domestic…
In recent months, the Indian equity market has been gripped by heightened volatility, culminating in a significant downturn. The bears have tightened their grip. The bellwether, BSE Sensex, and Nifty 50 indices very recently endured a 10-day losing streak, the longest in 29 years. The Indian stock market is awash in red, with many indices…
The Indian equity market has seen a historic exodus from Foreign Institutional Investors (FIIs) in financial year 2024-25. As of February 28, 2025, FIIs have net sold equities worth Rs 1,23,608 crore. This is in sharp contrast to FY 2023-24 when FIIs purchased record-high equities worth 1,74,502 crore. The unprecedented selloff since late September 2024 has significantly impacted market…
In the Financial Year 2024-25 (FY25), the Indian equity market has witnessed high volatility. The bellwether, BSE Sensex, Mid Cap Index and Small Cap Index from their respective peaks of 2024, have of late corrected remarkably so far in the year 2025. Very recently, the bellwether BSE Sensex and Nifty 50 were on a 10-day losing…
